{"id":365,"date":"2024-12-12T18:00:42","date_gmt":"2024-12-12T19:00:42","guid":{"rendered":"https:\/\/valentinefranc.com\/?p=365"},"modified":"2025-06-03T11:41:17","modified_gmt":"2025-06-03T11:41:17","slug":"choosing-the-right-system-for-your-portfolio","status":"publish","type":"post","link":"https:\/\/valentinefranc.com\/index.php\/2024\/12\/12\/choosing-the-right-system-for-your-portfolio\/","title":{"rendered":"Choosing the Right System for Your Portfolio"},"content":{"rendered":"

The legendary Greek inventor, mathematician and physicist Archimedes once said:<\/p>\n

\u201cGive me a lever long enough and a fulcrum on which to place it, and I shall move the world.\u201d<\/em><\/p>\n

Originally referencing the magic of physics, this observation has since taken on a larger meeting.<\/p>\n

It\u2019s become a metaphor for how the prepared mind can achieve a seemingly impossible goal, provided you have the right tools, and you know how to use them.<\/p>\n

From performing open-heart surgery to piloting a cross-country flight, all the modern miracles we now take for granted are a result of this simple, ancient formula.<\/p>\n

And nowhere is this old saying truer than in the world of Systematic Investing\u2026<\/p>\n

For most of our lives, investing systems have seemed like the province of the expert.<\/p>\n

This is especially true of the last decade-and-a-half \u2014 with endless reports of Wall Street recruiting an army of coders and mathematicians to build out the advanced trading systems (\u201cquants\u201d) that now dominate short-term trading.<\/p>\n

We see so many headlines about quants and algorithmic traders, you\u2019d be forgiven for thinking there\u2019s no use in trying to keep up.<\/p>\n

But in reality, investors like us now have a greater technological advantage than ever before. And if you choose the right <\/em>system to meet your goals \u2014 then the sky is truly the limit.<\/p>\n

Here, I\u2019ll show you what I mean\u2026<\/p>\n

Building Your Portfolio Around a Strong, Systematic Foundation<\/strong><\/h2>\n

I\u2019ve been working with investing systems throughout my career, and the vast majority of these different systems all had one nearly-fatal flaw:<\/p>\n

Accessibility.<\/p>\n

There\u2019s simply no way around it. Most systems were designed by <\/em>professionals for <\/em>professionals. These systems come with an assumption that you\u2019ll have plenty of time for endless tweaking and back-testing to optimize your returns.<\/p>\n

That simply isn\u2019t a reality for most of the investors I work with. Most of my readers would rather spend their free time traveling, playing a round of golf, or making memories with their family.<\/p>\n

The key to success with any <\/em>system is consistent application. If it\u2019s not a system you can stick to, then it\u2019s not a system that will deliver predictable results \u2026 simple as that.<\/p>\n

That\u2019s why I built my core Green Zone Power Ratings system around that one key feature; accessibility.<\/p>\n

I set out to build the type of system that anyone \u2014 even my 95-year-old grandmother \u2014 could use to guide their investments.<\/p>\n

So instead of having to parse through 75 different factors in six key categories (including both technical and fundamental research), all you have to do is look up a ticker symbol to get a score from 0 (worst) to 100 (best):<\/p>\n

Example Green Zone Power Rating for Tesla (Nasdaq: TSLA<\/span><\/span><\/span><\/span><\/span><\/span>)<\/strong><\/p>\n

\"\"<\/p>\n

The score is even further simplified into bullish, bearish, or neutral (as is the case for Tesla).<\/p>\n

As a result, you can essentially \u201cshortcut\u201d long hours of stock research and get a simple signal to show whether a stock is even worth considering.<\/p>\n

And if that was all you did, using Green Zone Power Ratings to guide all your investing, my studies show that you\u2019d beat the S&P 500 by 3-to-1.<\/p>\n

Believe it or not, beating the market by that kind of margin is relatively conservative for a system (as you\u2019ll see in a moment).<\/p>\n

The Green Zone Power Ratings system is exclusively available via the Money & Markets website to subscribers of Green Zone Fortunes<\/em>, my newsletter where I highlight and recommend one of the market\u2019s top-rated stocks each month.<\/p>\n

Aiming Higher \u2026 for 10X Gains<\/strong><\/h2>\n

What happens when we push our investing system even further?<\/p>\n

What are the highest <\/em>possible gains we can target using only equity (aka stocks)? No options, crypto, NFTs or other dodgy investments?<\/p>\n

The answer to that question is 10X Stocks<\/em>\u2026<\/p>\n

10X Stocks<\/em> uses a streamlined version of my Green Zone Power Ratings System. Except instead of being optimized for accessibility, it\u2019s built to target massive, 10X gains within a one to five year timeline. If Green Zone Fortunes <\/em>is a reliable family automobile, then 10X Stocks <\/em>is a Formula One car.<\/p>\n

I realize it\u2019s easy to get skeptical at the mere thought of it. Exclusively targeting 10X Stocks? <\/em>It sounds ambitious to say the least.<\/p>\n

Just like driving a Formula One car, this kind of 10X investing takes a little more willpower. Smaller stocks are more volatile, so they\u2019re more prone to sharp up-and-down price swings.<\/p>\n

To account for this, I always recommend selling the first half of a position as it crosses the first 100% gain threshold.<\/p>\n

So when one of your 10X Stocks <\/em>positions grows from $10,000 to $20,000, you\u2019ll sell off half and recover the entirety of your initial investment. From there you\u2019re \u201cplaying with house money,\u201d as the saying goes, so it becomes far easier to whether a few years of sharp ups and downs.<\/p>\n

This year alone, we closed out four<\/em> different positions for 100%+ gains, and we\u2019re already on the verge of our next 1,000% gain.<\/p>\n

Taking Systematic Investing Further Than Ever Before<\/strong><\/h2>\n

As you can see, systematic investing is all about choosing the right tool for the job (and knowing how to use it) \u2026<\/p>\n

If you\u2019ve got a stock portfolio that\u2019s in need of a little updating, then Green Zone Fortunes<\/em> can streamline that process \u2014 with instant ratings for each of your holdings and new recommendations to help you beat the market year in and year out, even if you\u2019re not an active investor.<\/p>\n

For more active and advanced investors who want to target even bigger gains, there\u2019s 10X Stocks<\/em>.<\/p>\n

We\u2019re investing at an earlier stage in the company\u2019s lifecycle \u2014 which can lead to higher returns at the expense of slightly higher volatility. It\u2019s a trade-off, but one we can manage (as we have in 2024).<\/p>\n

It\u2019s also possible to take this approach even further, using the same systematic approach to target top investments before they\u2019re even available to the public \u2014 and multiplying your gains in turn. Get the full story on this breakout new system here.<\/a><\/p>\n

To good profits,<\/p>\n

<\/p>\n

Adam O\u2019Dell<\/a><\/p>\n

Chief Investment Strategist,<\/p>\n

Money & Markets<\/p>\n","protected":false},"excerpt":{"rendered":"

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